FSA Wealth Management

FSA Wealth Management

Investment Management Needham, Massachusetts, United States 7 employees
Employees
7
Contacts
1
Emails
1
Phones
1

FSA Wealth Management Overview

Headquarters
Needham, Massachusetts, United States
Website
fsawm.com
Industry
Investment Management
Employees
7
Funding
,
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About FSA Wealth Management

Wealth brings challenges. Face them with confidence – and with the right team behind you. At FSA Wealth Management, we put a rare blend of in-house expertise to work to manage the full scope of our clients’ wealth. From financial planning to investment management to tax and estate planning, we have our clients covered. We take our role as fiduciaries to heart, and we know how to put the best strategies into play for each unique client situation. Throughout FSA's history, we have helped hundreds of clients realize their financial goals. In addition to individuals and families, we work extensively with small businesses and professional organizations. From business creation to sale or succession, we guide them through the complex financial decisions critical for success. We are particularly proud of the close, long-term relationships we’ve established with so many of our clients. To learn more about FSA Wealth Management, please visit https://fsawm.com/ --- FSA Wealth Management LLC "FSA Wealth Management" is a registered investment advisor. FSA Wealth Management provides investment advisory and related services for clients nationally. FSA Wealth Management will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://fsawm.com/

FSA Wealth Management Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage
Phone contacts
1
25.0% coverage

FSA Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Meagan Rogers, Cfa, Cfp Director, Investment Strategy & Research at Fsa Wealth Management
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Gavin Morrissey Managing Partner at Fsa Wealth Management
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Simon Heslop Managing Partner at Fsa Wealth Management
Email Phone
Greg Gohr Wealth Advisor at Fsa Wealth Management
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Employees by Management Level

Individual contributor 4 profiles
Director 1 profile

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